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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,233 | $29,319-61.7% | $52,425-78.6% | $82,448-86.4% |
| Participation rate | 70.4% | 46.9%+23.5pp | 55.6%+14.7pp | 68.1%+2.3pp |
| Annual return | 13.44% | 535.20%-521.8pp | 302.12%-288.7pp | 41.64%-28.2pp |
| Employer contribution / active EE | $870 | $586+48.4% | $914-4.8% | $2,551-65.9% |
| Participant deferral / active EE | $1,809 | $1,171+54.4% | $1,790+1.0% | $4,139-56.3% |
| Admin fee / account holder | $1,195 | $1,962-39.1% | $2,495-52.1% | $7,234-83.5% |